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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK10+ years Filed as: TRI STAR TRUST BANK Service code 10 200 E. MAIN ST · MIDLAND, MI 48640 | Accounting | $62,190 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,826 |
Filed as: WEINLANDER FITZHUGH Service code 10 · EIN 38-2272300 1600 CENTER AVENUE · BAY CITY, MI 48708 | Accounting | $14,600 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,885 | $89,435+29.6% | $164,975-29.8% | $77,714+49.1% |
| Participation rate | 57.8% | 78.6%-20.8pp | 78.6%-20.8pp | 70.6%-12.8pp |
| Annual return | 14.37% | 28.82%-14.4pp | 70.12%-55.8pp | 31.26%-16.9pp |
| Employer contribution / active EE | $1,293 | $2,563-49.5% | $4,343-70.2% | $2,727-52.6% |
| Participant deferral / active EE | $3,227 | $4,901-34.2% | $6,033-46.5% | $4,649-30.6% |
| Admin fee / account holder | $460 | $340+35.5% | $12,688-96.4% | $433+6.2% |